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Clearstead Advisors’s Stem STEM Stock Holding History

Clearstead Advisors’s Portfolio STEM Stock Details STEM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-80
Closed -$1.2K – 2792
2025
Q4 		$1.2K Sell
80
-65
-45% -$1.25K ﹤0.01% 2208
2025
Q3 		$2.54K Hold
145
– – ﹤0.01% 2381
2025
Q2 		$904 Sell
145
-1
-0.7% -$9 ﹤0.01% 2440
2025
Q1 		$1.02K Sell
146
-4
-3% -$46 ﹤0.01% 1985
2024
Q4 		$1.81K Buy
150
+4
+3% +$34 ﹤0.01% 1859
2024
Q3 		$1.01K Hold
146
– – ﹤0.01% 1916
2024
Q2 		$3.24K Hold
146
– – ﹤0.01% 1758
2024
Q1 		$3.53K Sell
146
-25
-15% -$1.39K ﹤0.01% 1225
2023
Q4 		$13.3K Sell
171
-34
-17% -$2.34K ﹤0.01% 1012
2023
Q3 		$17.4K Buy
205
+105
+105% +$12K ﹤0.01% 1042
2023
Q2 		$11.4K Buy
100
+10
+11% +$993 ﹤0.01% 970
2023
Q1 		$10.2K Buy
+90
New +$15.3K ﹤0.01% 945
2022
Q2 		– Sell
-71
Closed -$16K – 1441
2022
Q1 		$16K Hold
71
– – ﹤0.01% 905
2021
Q4 		$27K Sell
71
-5
-7% -$2.17K ﹤0.01% 757
2021
Q3 		$36K Hold
76
– – ﹤0.01% 666
2021
Q2 		$55K Buy
76
+31
+69% +$16.9K ﹤0.01% 541
2021
Q1 		$24K Buy
+45
New +$28.9K ﹤0.01% 644

Other funds holding STEM

VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
GCP
GSA Capital Partners London, United Kingdom $1.59B AUM 39.81% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
TI
Trexquant Investment Stamford, Connecticut $13.9B AUM 31.98% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Clearstead Advisors's STEM Position: Q1 2026 in Review

Clearstead Advisors sold out of Stem (STEM) in Q1 2026, closing a stake of 80 shares — an estimated $1.2K sold.

Clearstead Advisors first reported a position in STEM in Q1 2021 and held it in 17 quarters. The position peaked at $55K in Q2 2021. 75 funds tracked by Wall St. Rank hold STEM as of Q1 2026.

  • Clearstead Advisors reported no remaining Stem position as of Q1 2026 after selling out during the quarter.
  • Clearstead Advisors sold 80 Stem shares in Q1 2026, an estimated $1.2K.
  • Clearstead Advisors first reported a position in Stem in Q1 2021 and held it in 17 quarters.
  • Clearstead Advisors's Stem position peaked at $55K in Q2 2021.
  • 75 funds tracked by Wall St. Rank held Stem as of Q1 2026.

Based on Clearstead Advisors's 13F filing for Q1 2026, filed 6 May 2026.